Why You Might Want to Link Order Form Input Fields with Your CRM’s Custom Fields
There are a few different scenarios where you might wish to collect (and save) additional information when your client submits an order, beyond the basic name and email address.
A basic example would be requiring the client to enter their t-shirt size. Or, you might be running a live event and need to know if there are any food allergies.
In any case, each input item can correspond to a unique custom field. Note that AccessAlly only supports the text field type for this custom field display.
How To Link An Order Form Input Field With A CRM Custom Field
When Custom Fields are Saved
The data inside a custom field is saved to your CRM only when the order form is fully submitted.
So if you add a custom field to the first step of an order form, and someone fills in their name and email and this custom field… but then abandons the cart: only the name and email and your abandoned cart tags will be saved in the CRM.
This is important to note, so if you want to collect client information they do need to complete the full order form for this field to be saved back into your CRM.
Place a live test order on your order form through an incognito window or private browser.
Double-check that your test contact in your CRM has an updated custom field from the test purchase.